Tanager Wealth Management LLP

CIK 0001892929 · Q2 2026

13F Equity AUM

$1.1B

+11.1% QoQ

Positions

158

+13 QoQ

AUM Rank

#3,129

Top 25%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,163 · Top 62%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 42.4%Top 10: 60.2%Top 20: 80.3%

ITOT15.7%

PICB9.1%

VEA6.7%

VTI6.7%

XHLF4.3%

GOOG4.1%

XONE4.1%

BKAG3.7%

VGK3.1%

VWO2.8%

Others (148)39.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.8%

Communication Services5.8%

Technology4.7%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 158Median: 0.06%Avg: 0.63%

0–0.5%

126(9.2%)

0.5–1%

7(4.9%)

1–3%

16(28.5%)

3–5%

5(19.3%)

5%+

4(38.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 158vs 20 funds

0%Low

158

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New26Increased76Decreased43Exited13

New Positions

TCAF0.1%

+16K

INTC0.0%

+4K

PANW0.0%

+968

FIX0.0%

+148

GE0.0%

+796

CSCO0.0%

+3K

SNDK0.0%

+145

TXN0.0%

+1K

POWL0.0%

+1K

GEV0.0%

+199

Increased

PICB9.1%

+823K(+22%)

XONE4.1%

+387K(+69%)

BBBS2.5%

+366K(+179%)

PFF0.8%

+110K(+59%)

IEUR1.1%

+22K(+15%)

GOOG4.1%

+13K(+11%)

VPL2.7%

+12K(+5%)

VGK3.1%

+10K(+2%)

TAXM0.1%

+9K(+149%)

VUG0.1%

+9K(+537%)

Decreased

XHLF4.3%

-491,839(-34%)

BKAG3.7%

-185,899(-15%)

PFXF2.4%

-57,300(-4%)

BND0.7%

-56,488(-35%)

VEA6.7%

-54,238(-5%)

VANI0.1%

-33,809(-5%)

IUSB1.1%

-29,269(-10%)

AGG2.0%

-25,294(-10%)

DFAS2.6%

-22,842(-6%)

MOAT1.2%

-15,354(-10%)

Exited

-2,651

-5,031

-2,514

-2,530

-1,924

-529

-8,710

-945

-4,669

-1,731

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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